We will be closing at 3:30 pm on Friday and remain closed Monday 5/28 in observation of Memorial Day

Our Phone Migration

In an effort to continue improving our service levels, Next Generation will be migrating phone systems to VOIP during the week of May 21st. If you have any issues reaching the office by phone, please know that we are here and able to help. If needed, feel free to email us at info@nextgenerationtrust.com.

Exclusive Webinar: May 31 2018

Successful Property Management

Brittany Pickell, Director of Marketing at Next Generation and Josh Gilmore, Vice-President at SDIRA Wealth will be hosting an exclusive webinar on May 31st. During this webinar, Brittany and Josh will discuss how you can purchase rental real estate in an IRA and how to successfully find and oversee a property manager responsible for maintaining and leasing the property. Topics of discussion will include due diligence, follow-up, what to look out for, and best practices for management companies.

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TIPS CONCEPTS AND NEW IDEAS

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Is An SDIRA Right For You? Five Things You Should Know.

Our CEO, Jaime Raskulinecz, recently published an article entitled “Is An SDIRA Right For You? Five Things You Should Know.”

Time to Include Real Estate in Your Self-Directed IRA

An article last month on Reuters explored how rising interest rates are helping real estate-related stocks perform very well amid the broader U.S. equity market; the article stated that investors are putting money into real estate investment trusts (REITs), betting...

Beware of Investment Fraud in Your Self-Directed IRA

Beware of Investment Fraud in Your Self-Directed IRA – and Being Defrauded of your Retirement Savings Ponzi schemes, identity fraud and other related problems can ruin investors A story broke in early April about two Texas men who targeted elderly...

Gen Xers Worries About Retirement – a Self-Directed IRA Can Help

What Gen Xers Worry About for Their Retirement and How a Self-Directed IRA Can Help A survey conducted by the Insured Retirement Institute (IRI) among 802 Gen X Americans (ages 36-55) revealed that among those who have been doing retirement planning with...

May 2018 Newsletter

The spirit of entrepreneurship is alive and kicking... ...and we couldn’t be happier to be a part of all the action! Jaime Raskulinecz, CEO/founder of Next Generation, was recently announced as a finalist in the Entrepreneur Of The Year 2018 New Jersey Awards program....

IRS Revises Contribution Limit for Health Savings Accounts

In an announcement on Thursday, April 26, 2018, the IRS announced a modification to the annual limitation on deductions to health savings accounts, for calendar year 2018. The HSA contribution limits have been increased – read more

The Next Generation of Self-Directed Retirement Plans

The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts.

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